| Capital International Investors |
| 0.23% | 0.18% | #85 | $1.09B | 41.8M | $784.1M | 29.9M | +11.9M+39.96% | Add |
| LPL Financial LLC |
| 0.19% | 0.2% | #88 | $859.6M | 32.8M | $746.3M | 28.4M | +4.4M+15.53% | Add |
| MORGAN STANLEY |
| 0.01% | 0.01% | #198 | $238.9M | 9.1M | $182.0M | 6.8M | +2.3M+33.24% | Add |
| ENVESTNET ASSET MANAGEMENT INC |
| 0.05% | 0.05% | #144 | $202.2M | 7.7M | $180.7M | 6.9M | +841,106+12.22% | Add |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
| 0.09% | 0.09% | #118 | $176.6M | 6.7M | $141.1M | 5.4M | +1.4M+25.50% | Add |
| WELLS FARGO & COMPANY/MN |
| 0.03% | 0.02% | #173 | $172.6M | 6.6M | $114.2M | 4.3M | +2.2M+51.57% | Add |
| RAYMOND JAMES FINANCIAL INC |
| 0.04% | 0.03% | #157 | $147.0M | 5.6M | $104.9M | 4.0M | +1.6M+40.60% | Add |
| Cetera Investment Advisers |
| 0.11% | 0.11% | #113 | $118.1M | 4.5M | $103.3M | 3.9M | +579,091+14.73% | Add |
| BANK OF AMERICA CORP /DE/ |
| 0.01% | 0.01% | #211 | $116.2M | 4.4M | $95.7M | 3.6M | +791,438+21.71% | Add |
| SEI INVESTMENTS CO |
| 0.07% | 0.06% | #129 | $85.1M | 3.3M | $65.7M | 2.5M | +749,433+29.96% | Add |
| BENJAMIN EDWARDS INC |
| 0.73% | 0.76% | #50 | $79.6M | 3.0M | $76.1M | 2.9M | +142,620+4.92% | Add |
| OSAIC HOLDINGS, INC. |
| 0.08% | 0.08% | #124 | $68.3M | 2.6M | $54.3M | 2.1M | +543,190+26.28% | Add |
| Johnson Bixby & Associates, LLC |
| 6.89% | 7.11% | #3 | $61.7M | 2.4M | $57.4M | 2.2M | +173,460+7.94% | Add |
| Valmark Advisers, Inc. |
| 0.6% | 0.64% | #56 | $56.9M | 2.2M | $54.1M | 2.1M | +112,981+5.49% | Add |
| Merit Financial Group, LLC |
| 0.34% | 0.41% | #71 | $56.2M | 2.1M | $55.3M | 2.1M | +37,661+1.79% | Add |
| MML INVESTORS SERVICES, LLC |
| 0.11% | 0.11% | #112 | $53.5M | 2.0M | $41.2M | 1.6M | +471,638+30.04% | Add |
| ROYAL BANK OF CANADA |
| 0.01% | 0.01% | #212 | $49.1M | 1.9M | $50.1M | 1.9M | -33,770-1.77% | Reduce |
| Cambridge Investment Research Advisors, Inc. |
| 0.11% | 0.11% | #114 | $46.2M | 1.8M | $41.9M | 1.6M | +170,343+10.68% | Add |
| Larson Financial Group LLC |
| 1.15% | — | #36 | $43.6M | 1.7M | $0 | 0 | +1.7M | New Buy |
| JONES FINANCIAL COMPANIES LLLP |
| 0.02% | 0.02% | #189 | $43.4M | 1.6M | $32.4M | 1.2M | +407,452+32.89% | Add |
| Leverty Financial Group, LLC |
| 8.27% | 9.8% | #2 | $42.5M | 1.6M | $44.3M | 1.7M | -61,721-3.66% | Reduce |
| CAPTRUST FINANCIAL ADVISORS |
| 0.06% | 0.07% | #135 | $40.8M | 1.6M | $39.1M | 1.5M | +69,354+4.66% | Add |
| NewEdge Advisors, LLC |
| 0.12% | 0.11% | #107 | $40.0M | 1.5M | $30.9M | 1.2M | +352,251+29.97% | Add |
| Intrua Financial, LLC |
| 3.12% | — | #14 | $34.0M | 1.3M | $0 | 0 | +1.3M | New Buy |
| KINTRA WEALTH, LLC |
| 1.75% | 2.16% | #28 | $33.7M | 1.3M | $30.5M | 1.2M | +134,337+11.55% | Add |
| Spinnaker Investment Group, LLC |
| 4.87% | 5.18% | #7 | $30.4M | 1.2M | $25.4M | 968,120 | +192,727+19.91% | Add |
| Compton Financial Group, LLC |
| 5.74% | 1.95% | #6 | $29.8M | 1.1M | $8.8M | 335,482 | +802,443+239.19% | Add |
| Continuum Advisory, LLC |
| 2.39% | 2.79% | #20 | $29.6M | 1.1M | $29.1M | 1.1M | +20,666+1.86% | Add |
| STIFEL FINANCIAL CORP |
| 0.02% | 0.01% | #178 | $27.8M | 1.1M | $15.7M | 598,753 | +461,932+77.15% | Add |
| COMMONWEALTH EQUITY SERVICES, LLC |
| 0.03% | 0.05% | #165 | $27.4M | 1.0M | $33.9M | 1.3M | -243,113-18.82% | Reduce |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
| 0.04% | 0.05% | #154 | $25.4M | 976,237 | $24.7M | 940,081 | +36,156+3.85% | Add |
| D.A. DAVIDSON & CO. |
| 0.13% | 0.13% | #104 | $24.2M | 923,546 | $21.9M | 833,751 | +89,795+10.77% | Add |
| Quadcap Wealth Management, LLC |
| 2.34% | 2.69% | #21 | $24.1M | 920,080 | $23.7M | 900,863 | +19,217+2.13% | Add |
| BIP Wealth, LLC |
| 0.63% | 0.69% | #54 | $22.3M | 850,240 | $16.9M | 643,490 | +206,750+32.13% | Add |
| Panoramic Capital Partners, LLC |
| 10.35% | 13.38% | #1 | $21.9M | 836,040 | $21.7M | 827,135 | +8,905+1.08% | Add |
| &PARTNERS |
| 0.09% | 0.09% | #119 | $21.3M | 813,055 | $19.2M | 730,014 | +83,041+11.38% | Add |
| UBS Group AG |
| <0.01% | <0.01% | #233 | $21.1M | 805,505 | $11.3M | 431,544 | +373,961+86.66% | Add |
| Aprio Wealth Management, LLC |
| 1% | 1.37% | #41 | $20.1M | 769,632 | $25.0M | 952,111 | -182,479-19.17% | Reduce |
| AdvisorNet Financial, Inc |
| 0.91% | 0.92% | #43 | $19.8M | 757,948 | $17.8M | 678,524 | +79,424+11.71% | Add |
| STEPHENS INC /AR/ |
| 0.22% | 0.24% | #87 | $19.7M | 753,630 | $19.3M | 733,059 | +20,571+2.81% | Add |
| Royal Harbor Partners, LLC |
| 5.78% | 5.87% | #5 | $18.7M | 712,718 | $17.4M | 660,777 | +51,941+7.86% | Add |
| American Financial Advisors, LLC |
| 2.21% | 2.42% | #24 | $18.4M | 701,386 | $18.2M | 691,505 | +9,881+1.43% | Add |
| Mariner, LLC |
| 0.02% | 0.02% | #184 | $18.3M | 700,207 | $14.9M | 569,093 | +131,114+23.04% | Add |
| Cannon Financial Strategists, Inc. |
| 2% | 2.42% | #27 | $17.6M | 671,881 | $18.4M | 702,136 | -30,255-4.31% | Reduce |
| Private Advisor Group, LLC |
| 0.08% | 0.07% | #125 | $17.5M | 666,929 | $15.7M | 597,594 | +69,335+11.60% | Add |
| NerdWallet Wealth Partners, LLC |
| 5.94% | 5.76% | #4 | $17.2M | 658,570 | $13.2M | 502,744 | +155,826+31.00% | Add |
| Clear Trail Advisors, LLC |
| 2.49% | 2.46% | #18 | $16.3M | 623,439 | $14.8M | 562,285 | +61,154+10.88% | Add |
| Greenbush Financial Group, LLC |
| 4.48% | 4.61% | #8 | $15.2M | 582,238 | $13.9M | 530,742 | +51,496+9.70% | Add |
| Steward Partners Investment Advisory, LLC |
| 0.07% | 0.07% | #130 | $14.5M | 552,406 | $14.1M | 535,389 | +17,017+3.18% | Add |
| J. Derek Lewis & Associates Inc. |
| 2.42% | 2.71% | #19 | $12.8M | 489,323 | $12.0M | 458,658 | +30,665+6.69% | Add |
